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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $159M AUM 269 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 269 New
Page 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COF CAPITAL ONE FINL CORP Financial Services 324.0 $79K 0.05% NEW $242.36 -24.5%
242 DLR DIGITAL RLTY TR INC Real Estate 485.0 $75K 0.05% NEW $154.71 +21.0%
243 META CALL META PLATFORMS INC Communication Services 100.0 $66K 0.04% NEW $660.09 -8.5%
244 NVX NOVONIX LIMITED Industrials 65,109.0 $66K 0.04% NEW $1.01 -40.3%
245 ZS ZSCALER INC Technology 276.0 $62K 0.04% NEW $224.92 -22.3%
246 XLV CALL SELECT SECTOR SPDR TR 400.0 $62K 0.04% NEW $154.80 -4.8%
247 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 200.0 $59K 0.04% NEW $296.21 -24.9%
248 ABBV ABBVIE INC Healthcare 258.0 $59K 0.04% NEW $228.49 -6.0%
249 PEP PEPSICO INC Consumer Defensive 408.0 $59K 0.04% NEW $143.52 +4.7%
250 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 1,000.0 $54K 0.03% NEW $53.94 +7.5%
251 TMO THERMO FISHER SCIENTIFIC INC Healthcare 92.0 $53K 0.03% NEW $579.45 -22.4%
252 UBER UBER TECHNOLOGIES INC Technology 641.0 $52K 0.03% NEW $81.71 -9.3%
253 DHR DANAHER CORPORATION Healthcare 189.0 $43K 0.03% NEW $228.92 -27.0%
254 AMZN AMAZON COM INC Consumer Cyclical 187.0 $43K 0.03% NEW $230.82 +11.8%
255 AMP AMERIPRISE FINL INC Financial Services 85.0 $42K 0.03% NEW $490.34 -4.0%
256 XLF PUT SELECT SECTOR SPDR TR 700.0 $38K 0.02% NEW $54.77 -6.0%
257 WDAY WORKDAY INC Technology 146.0 $31K 0.02% NEW $214.78 -39.8%
258 SPG SIMON PPTY GROUP INC NEW Real Estate 156.0 $29K 0.02% NEW $185.11 +8.9%
259 UNH UNITEDHEALTH GROUP INC Healthcare 84.0 $28K 0.02% NEW $330.11 +18.8%
260 CI THE CIGNA GROUP Healthcare 98.0 $27K 0.02% NEW $275.23 +5.8%
Page 13 of 14  ·  269 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 24.3%
Healthcare 18.7%
Technology 13.8%
Communication Services 13.6%
Financial Services 9.6%
Real Estate 7.8%
Consumer Defensive 7.4%
Energy 2.7%
Basic Materials 1.3%
Industrials 0.9%